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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: HammerHead who wrote (119442)	7/6/2000 12:21:14 PM
From: niceguy767	Read Replies (1) \| Respond to of 1583382

Robert Hummer: Results talk...Q2 record earnings for the 3rd successive quarter (possibly even breaking the $2.00 barrier)should definitely muzzle any remaining AMD naysayers, particularly when looking forward,as AMD is looking at the very real possibility of $3.00 in Q3 and $4.00 in Q4 for a shot at Y2000 earnings of $10.00, assuming (and given Dresden already at 25% capacity, don't see why not) Q3 Dresden production targets of 3.6 and 7.2 million Athys are realized!!!

To: HammerHead who wrote (119442)	7/6/2000 2:28:44 PM
From: f.simons	Read Replies (4) \| Respond to of 1583382

>>if AMD can deliver a stunning earnings it will shut the analyst's mouth. It will make Kumar worth less than the toilet paper.<< But what would constitute a "stunning earnings" report? I am talking from memory, but I believe AMD has earned .43 and 1.17 the last two quarters. Q1 was a 232% increase over Q4. It will have to earn 3.32 in Q2 to keep this pace up. Not even Niceguy is predicting that result. Any number less than 3.32 will represent a slowdown in earnings growth, by definition. Is this a fair analysis? Maybe, maybe not. But the law of small numbers has caught up with AMD, and who knows what investors will make of an earnings growth slowdown?